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Monday, February 8, 2021

Parkway Life - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/22/20

Lim & Tan

Parkway Life

3.4

0

Hold


01/29/20

UOB Kay Hian

Parkway Life

3.6

3.78

Buy

DDM

02/13/20

DBS Vickers

Parkway Life

3.56

4

Buy

DCF

04/23/20

UOB Kay Hian

Parkway Life

3.34

3.78

Buy

DDM

04/23/20

CIMB

Parkway Life

3.34

3.38

Hold

DDM

04/27/20

Lim & Tan

Parkway Life

3.31

0

Hold


07/29/20

UOB Kay Hian

Parkway Life

3.44

3.8

Buy

DDM

07/29/20

Lim & Tan

Parkway Life

3.44

0

Hold


07/30/20

CIMB

Parkway Life

3.44

3.43

Hold


09/04/20

DBS Vickers

Parkway Life

3.89

4

Buy


11/05/20

CIMB

Parkway Life

4.1

4.03

Hold

DDM

12/11/20

Lim & Tan

Parkway Life

3.82

0

Hold


01/27/21

CIMB

Parkway Life

4.06

4.11

Hold


Stock calls for 8 February 2021

Date

Analyst

Company

Last

Target

Call

Valuation

02/08/21

Phillip

A-Reit

3.11

3.73

Buy

DDM

02/08/21

Lim & Tan

BRC Asia

1.59

1.9

Accumulate


02/08/21

DMG & Partners

Food Empire

0.875

1.27

Buy


02/08/21

CIMB

ISDN

0.715

0.72

Hold


02/08/21

Phillip

Micro-Mechanics

3.58

3.35

Neutral

PER21x FY21, Ex-cash

02/08/21

phillip

Q&M

0.485

0.7

Buy

PER20x FY21 + assoc cap

02/08/21

UOB Kay Hian

SIA

4.17

4

Hold

Buy @ $3.80

02/08/21

OCBC

SIA

4.17

4.8

Buy


02/08/21

CIMB

Thai Beverage

0.82

0.872

Add


02/08/21

Phillip

UG Healthcare

0.79

1.03

Buy

PER7x FY22

02/08/21

CIMB

UG Healthcare

0.79

1.7

Add


02/08/21

DMG & Partners

UG Healthcare

0.79

0.95

Buy


South Africa suspends Astrazeneca covid vaccine.

https://www.dw.com/en/south-africa-suspends-rollout-of-oxford-astrazeneca-coronavirus-vaccine/a-56491411

Astrazeneca's vaccine is found to be ineffective against B1351 variant in South Africa (SA).  Therefore, SA suspends Astrazeneca's vaccine.

This variant will become the dominant virus in the US by March 2021.

Saturday, February 6, 2021

Baltic dry index - 1333


 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (Weekly) - 392


 Related stock: Sembcorp Marine & Cosco.  Keppel Corp has terminated its rig building business.

The world is not the same anymore, so is travelling!

https://sg.news.yahoo.com/coming-soon-vaccine-passport-195441490.html

Vaccination requirements will become mandatory soon for travelling overseas!

Anti-vaxxers cannot travel overseas anymore!

The world is really not the same anymore and annual vaccination will be needed because the vaccination is not long-lasting.

Market distortions are precursors of an impending financial crisis. - Part 2

http://sg-stock.blogspot.com/2020/08/market-distortions-are-precursors-of.html

We had stated above that excessive monetary policies beyond a certain threshold will create market distortions and an ensuing financial crisis.

There are excessive money supplies that the money managers have nowhere to invest anymore and they are trying to lend relentlessly by calling up companies.  This will definitely encourage high-risk lendings, create market distortions and increase defaults in the future.


Consequently, the collateralized loan obligations are also booming now as shown below.  Does anyone still remember the collateralized debt obligations fiasco (Lehman Bros' mini-bonds collapse!).  We all knew what happened in the end.

The US inflation is coming - Part 10

We had stated previously that the US would be facing inflation in 2021.

It looks like inflation will be rearing its head in 2021 because many experts are talking about inflation nowadays.

Friday, February 5, 2021

Hot news: New Covid strains may even escape the immune response.

https://www.cnbc.com/2021/02/04/biden-covid-advisor-new-covid-strains-may-escape-immune-response-.html

Omg! 

Quote:
“They’re more virulent, can cause more death, and some of them may even escape the immune response, whether it’s natural or from the vaccine,” said Dr. Celine Gounder.

The world will never be the same if the new variants keep appearing!

Pan-United - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/28/20

Lim & Tan

PanUnited

0.375

0

Buy on weakness


02/11/20

Lim & Tan

PanUnited

0.365

0.56

Buy

PB2x FY21

04/06/20

Lim & Tan

PanUnited

0.27

0

Hold


06/18/20

Lim & Tan

PanUnited

0.31

0

Buy


06/23/20

Lim & Tan

PanUnited

0.315

0

Hold


08/04/20

Lim & Tan

PanUnited

0.29

0.31

Hold

PB1x FY20

09/11/20

Lim & Tan

PanUnited

0.29

0.31

Hold

PB1x FY20

Oxley - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/08/20

DMG & Partners

Oxley

0.375

0.43

Buy


02/11/20

UOB Kay Hian

Oxley

0.34

0.49

Buy


02/12/20

DMG & Partners

Oxley

0.34

0.42

Buy

RNAV (45% discount)

03/27/20

DMG & Partners

Oxley

0.22

0.36

Buy

RNAV (55% discount)

04/07/20

DMG & Partners

Oxley

0.199

0.36

Buy


04/13/20

UOB Kay Hian

Oxley

0.225

0.48

Buy

RNAV (30% discount)

04/13/20

DMG & Partners

Oxley

0.225

0.31

Buy

RNAV (55% discount)

05/27/20

DMG & Partners

Oxley

0.23

0.29

Buy

RNAV (55% discount)

07/14/20

DMG & Partners

Oxley

0.235

0.29

Buy


09/01/20

UOB Kay Hian

Oxley

0.225

0.37

Buy

RNAV (30% discount)

09/28/20

DMG & Partners

Oxley

0.215

0.27

Buy


01/13/21

DMG & Partners

Oxley

0.235

0.27

Buy